Administrative Assistant

Prepare account opening documentation,Follow up on documentation with clients or back office as required,Follow up on client trades to ensure proper settlement and delivery,Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports,Maintain all pending plan transfers to ensure proper settlement and delivery,Schedule portfolio reviews,Prepare client review materials, correspondence and reports,Utilize contact management system for daily task management and client record-keeping,Assist in filing and preparing mailings such as seminars, newsletters and information packages,Conduct various administrative functions as required including the review of incoming mail and answering telephone calls

Administrative experience,Exceptional communication skills,High attention to detail,Ability to work under pressure meeting strict deadlines,Experience using Microsoft Office,Exceptional organizational skills